Stifel Independent Advisors, LLC

Stifel Independent Advisors, LLC is a dually registered investment advisor and broker-dealer owned by Stifel Financial Corp. Stifel Independent Advisors provides both discretionary and non-discretionary investment advisory services, portfolio management, and asset allocation through a variety of programs, including wrap fee programs and non-wrap programs like the Vantage and Summit programs. Through its affiliation with Stifel, Nicolaus & Company, the firm gives clients access to research, trade execution, clearing, and custodial services. Stifel Independent Advisors serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm's financial advisors work independently to help clients build diversified portfolios tailored to their individual goals and risk tolerance, utilizing equities, fixed income securities, mutual funds, exchange-traded products, and alternative investments.